Winslow Evans & Crocker’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Winslow Evans & Crocker’s Portfolio XPH Stock Details XPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$98K	Buy	1,885 +185	+11%	+$8.85K	0.02%	441
2020 Q3	$74K	Sell	1,700 -1,700	-50%	-$74.5K	0.02%	401
2020 Q2	$146K	Hold	3,400	–	–	0.04%	302
2020 Q1	$124K	Hold	3,400	–	–	0.04%	299
2019 Q4	$156K	Hold	3,400	–	–	0.04%	325
2019 Q3	$122K	Hold	3,400	–	–	0.03%	356
2019 Q2	$136K	Hold	3,400	–	–	0.04%	341
2019 Q1	$142K	Hold	3,400	–	–	0.04%	324
2018 Q4	$126K	Hold	3,400	–	–	0.04%	324
2018 Q3	$166K	Hold	3,400	–	–	0.05%	286
2018 Q2	$148K	Hold	3,400	–	–	0.05%	305
2018 Q1	$142K	Hold	3,400	–	–	0.05%	303
2017 Q4	$148K	Hold	3,400	–	–	0.05%	305
2017 Q3	$145K	Sell	3,400 -1,430	-30%	-$60.6K	0.05%	297
2017 Q2	$208K	Hold	4,830	–	–	0.06%	310
2017 Q1	$202K	Hold	4,830	–	–	0.06%	294
2016 Q4	$189K	Hold	4,830	–	–	0.06%	299
2016 Q3	$213K	Hold	4,830	–	–	0.06%	293
2016 Q2	$202K	Hold	4,830	–	–	0.06%	279
2016 Q1	$194K	Hold	4,830	–	–	0.06%	275
2015 Q4	$247K	Hold	4,830	–	–	0.07%	263
2015 Q3	$227K	Buy	4,830 +78	+2%	+$4.7K	0.07%	254
2015 Q2	$296K	Hold	4,752	–	–	0.08%	237
2015 Q1	$293K	Buy	4,752 +392	+9%	+$23.2K	0.08%	244
2014 Q4	$235K	Hold	4,360	–	–	0.07%	265
2014 Q3	$231K	Buy	4,360 +3,400	+354%	+$173K	0.07%	284
2014 Q2	$49.8K	Buy	+960	New	+$46.3K	0.02%	501

Other funds holding XPH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCIA

Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Winslow Evans & Crocker's XPH Position: Q4 2020 in Review

Winslow Evans & Crocker increased its State Street SPDR S&P Pharmaceuticals ETF (XPH) stake by 11% in Q4 2020, buying an estimated $8.85K and bringing the position to 1,885 shares worth $98K. The position accounts for 0.02% of the portfolio, ranked #441.

Winslow Evans & Crocker first reported a position in XPH in Q2 2014 and has held it in 27 quarters since. The position peaked at $296K in Q2 2015. 80 funds tracked by Wall St. Rank hold XPH as of Q4 2020.

Winslow Evans & Crocker held 1,885 shares of State Street SPDR S&P Pharmaceuticals ETF worth $98K as of Q4 2020.
Winslow Evans & Crocker bought 185 State Street SPDR S&P Pharmaceuticals ETF shares in Q4 2020, an estimated $8.85K.
State Street SPDR S&P Pharmaceuticals ETF made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #441 holding.
Winslow Evans & Crocker first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q2 2014 and has held it in 27 quarters since.
Winslow Evans & Crocker's State Street SPDR S&P Pharmaceuticals ETF position peaked at $296K in Q2 2015.
80 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.